Why Choose CDC ?

All our solutions are completely bespoke meaning you receive a financial plan that’s exactly in tune with your needs.

We build our offers around personal service and to do this we limit the number of customers per adviser. This means you receive more one-to-one attention.

We understand the frustration people can feel with firms where advisers change so we carefully match our advisers and customers but more than that, our advisers are with us for the long term meaning you can enjoy a long term relationship with your adviser.

Despite looking after customers around the globe, we have a very efficient structure which means we can respond rapidly to changes in the financial landscape. The absence of a bloated hierarchy also means we can keep our prices competitive.

We pride ourselves on our expertise with our staff achieving the highest academic and professional qualifications. As a Chartered Financial Planning firm, we must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We must also work in an ethical manner that places clients’ interests at the heart of the advice we give.

We are innovative and in tune with contemporary financial thinking meaning we are not constrained by outdated models and techniques.

Our Values

We put the customer at the centre of everything we do

We see trust and integrity as essential elements in building long term relationships

We always aspire to deliver a service which we would wish to receive ourselves

We strive for continuous improvement. This means stretching ourselves in terms of expertise but additionally seeking ways to improve our customer experience

We respect each other as professionals and our complimentary skills mean we work as a team to deliver the best possible outcomes for our customers

South Coast Office

CDC Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (Reg No 550126).Directors: P Cain, J Dixon, A Gaines and A Mann. Registered office address, North East Business and Innovation Centre, Wearfield Enterprise Park East, Sunderland SR5 2TA. Tel No 0191 5166812, Fax No 0191 5166813. Company No 5883908. Registered in England and Wales.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website here.